Holly Foss D'ANnunzio

Employer firm

Aerie Advisory Group LLC CRD 333610

$2.52B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → 06/2026
  D'ANnunzio Consulting Group, Llc
  Tacoma, WA
• 06/2026 → Present
  Aerie Advisory Group, Llc
  Gig Harbor, WA

Previous Registrations

• 2007-07-13 → 2026-07-27
  D'ANnunzio Consulting Group, Llc
  Gig Harbor, WA
• 1999-05-24 → 2007-06-27
  Ctc Consulting, Inc.
  Tacoma, WA

Other Businesses

(1) MEMBER OF PRIVATE LIMITED LIABILITY COMPANIES FORMED TO HOLD FAMILY REAL ESTATE. SHADOW LAKE HOLDINGS, LLC; CONNOR CREEK FOREST MANAGEMENT, LLC; SHADOW LAKE HOLDINGS II LLC; DTA SEATTLE, LLC; TRIANGLE PACIFIC LLC; OLD TOWN BLACK DIAMOND LLC. MAILING ADDRESS 621 PACIFIC AVE SUITE 216 TACOMA WA 98402.TIME COMMITMENT IS AFTER TRADING HOURS AND APPROXIMATES 600 HOURS/YEAR INCLUDING EVENINGS AND WEEKENDS. (2) MEMBER OF CO-STARS GLOBAL RESEARCH LLC WHICH IS A SINGLE MEMBER WASHINGTON LLC FORMED TO PROVIDE INVESTMENT MANAGER RESEARCH. ADDRESS 621 PACIFIC AVE SUITE 216, TACOMA, WA 98402. DUTIES INCLUDE SUPERVISION OF RESEARCH PROCESS, AND ALL MANAGEMENT RESPONSIBILITIES. START DATE 07/2007. APPROXIMATELY 20 HOURS PER MONTH DEVOTED TO THIS BUSINESS AFTER TRADING HOURS. (3) Holly Foss D'Annunzio is the manager of a VRBO short-term rental property, spending a few hours on weekends overseeing.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-01
• S63 Uniform Securities Agent State Law Examination
  1992-01-22

Designations

• Chartered Financial Analyst

Other Names

• Holly Foss
• Holly Mildred Foss
• Holly Foss Dannunzio
• Holly M Foss